Tag: personalisation

DXinsight, a new personalisation tool designed for trading platforms, is set to help brokers address some of their most persistent challenges. The solution promises highly tailored experiences for users, which in turn improves engagement, boosts retention, reduces churn, and ultimately raises client acquisition returns.

The financial world is undergoing a profound transformation with the rise of artificial intelligence, particularly in wealth management. AI is reshaping asset management, data analytics, and client interactions, enabling wealth managers to deliver greater precision, efficiency, and transparency to modern investors.

Personalisation has continued to feature as an integral part of digitalisation strategies. Spurred on by the demand for it by consumers, companies across the financial services landscape are transforming their products to be personalised to specific customer needs.

In the dynamic landscape of financial management, Wealthtech, an intersection of sophisticated FinTech and wealth management, has emerged as a transformative force. Morningstar hosts the discussion which delves into the essentiality of user engagement through personalised, data-driven experiences and the integration of diverse, high-quality information to maintain a competitive edge.

Go to any FinTech event and it is instantly clear that customer engagement is a major priority for most companies. Given its significance, are insurance firms doing enough or should they be doing more?